See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,933 | $176,662-27.6% | $130,648-2.1% | $152,861-16.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.99% | 2692.24%-2669.2pp | 1708.96%-1686.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $19,658 | $5,742+242.4% | $4,092+380.4% | $4,762+312.8% |
| Participant deferral / active EE | $17,250 | $4,361+295.5% | $3,603+378.8% | $5,850+194.9% |
| Admin fee / account holder | $638 | $7,133-91.1% | $5,464-88.3% | $11,596-94.5% |